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名前 保有額 取引額 株数
増減
保有比率の
変化
Park Square Financial Group
501
Park Square Financial Group
Georgia
$6,124 +$458 +19 +9%
Buck Wealth Strategies
502
Buck Wealth Strategies
Colorado
$5,936 +$5,330 +221 新規
Financial Management Professionals
503
Financial Management Professionals
Texas
$5,641 +$5,065 +210 新規
North Star Investment Management
504
North Star Investment Management
Illinois
$5,560 – – –
Atlantic Edge Private Wealth Management
505
Atlantic Edge Private Wealth Management
Florida
$5,372 – – –
NBC Securities
506
NBC Securities
Alabama
$5,318 -$699 -29 -13%
Institute for Wealth Management
507
Institute for Wealth Management
Colorado
$5,141 +$4,606 +191 新規
Physician Wealth Advisors
508
Physician Wealth Advisors
Utah
$5,104 -$1,302 -54 -22%
MV Capital Management
509
MV Capital Management
Maryland
$5,077 +$4,558 +189 新規
Park Place Capital
510
Park Place Capital
Alabama
$5,050 – – –
Federated Hermes
511
Federated Hermes
Pennsylvania
$4,969 -$724 -30 -14%
Cullen/Frost Bankers
512
Cullen/Frost Bankers
Texas
$4,918 +$48 +2 +1%
NFJ Investment Group
513
NFJ Investment Group
Texas
$4,915 -$265 -11 -6%
NEWAS
514
N.E.W. Advisory Services
Wisconsin
$4,889 +$4,389 +182 新規
TD Capital Management
515
TD Capital Management
Tennessee
$4,367 +$48 +2 +1%
IBOK
516
Independence Bank of Kentucky
Kentucky
$4,298 – – –
Markowski Investments
517
Markowski Investments
Florida
$4,271 +$3,835 +159 新規
Dunhill Financial
518
Dunhill Financial
United Kingdom
$4,109 – – –
APW
519
Allied Private Wealth
Florida
$3,991 +$3,593 +149 新規
JNBA Financial Advisors
520
JNBA Financial Advisors
Minnesota
$3,895 – – –
Plante Moran Financial Advisors
521
Plante Moran Financial Advisors
Michigan
$3,868 +$3,473 +144 新規
Decker Retirement Planning
522
Decker Retirement Planning
Utah
$3,732 +$96 +4 +3%
TAP
523
Tounjian Advisory Partners
Florida
$3,546 +$3,183 +132 新規
Glen Eagle Advisors
524
Glen Eagle Advisors
New Jersey
$3,465 +$3,111 +129 新規
Geneos Wealth Management
525
Geneos Wealth Management
Colorado
$3,384 – – –